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ePayPolicy
Was ist ePayPolicy?
ePayPolicy hat es sich zur Aufgabe gemacht, Papierschecks aus dem Workflow unabhängiger Agenten zu entfernen. Mit dieser einfachen, versicherungsorientierten Lösung kannst du Kreditkarten- und ACH-Zahlungen erfassen und in der gesamten Branche Geld überweisen. Über den Zahlungseinzug hinaus hast du Zugriff auf eine Vielzahl von Funktionen zur Optimierung der Buchhaltung, einschließlich der Integration von Zahlungen in Managementsysteme wie AMS360, Applied CSR24, Veruna und viele andere.
Wer verwendet ePayPolicy?
Unabhängige Agenten, MGAs (Managing General Agent), Makler, Premium-Finanzunternehmen.
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ePayPolicy
Bewertungen über ePayPolicy

EPay Policy is a Game Changer!
Vorteile:
They make set up a breeze and it is integrated with our management system now too.
Nachteile:
The integration piece is a bit clunky because of the way we process agency-billed payments but they provided a workaround that flows well.
Fast and easy
Kommentare: System has been, great all of my staff raves about it.
Vorteile:
Saves time and stress and is really convenient.
Nachteile:
Check Fee little higher than some other companies.
fixes our problem
Vorteile:
options to pay via cc or ACH, automatically sends receipt to customer.
Nachteile:
ease of use. This is something that is user friendly.
EPAY supercharged our agency
Kommentare: Great so far. It looks like it has a lot of features that I don't use or even understand.
Vorteile:
Before EPAY clients had to mail us paper checks for agency billed policies when the company that didn't have their own payment system. This caused massive delays. We had to wait for the check, then deposit it, then wait for it to clear. What used to take 1 or even 2 weeks has been shortened down to 15 minutes.
Nachteile:
I wish the link to make a payment page was right on the main page. I have to click several links to get to it, which is annoying since it's one of only two features I use. I also wish I could send payments to clients, and not just carriers. Sometimes we need to send refunds to clients, and I have to hand write checks which I hate because it is time consuming. The ability to copy/paste the clients name, check amount, mailing address, and memo and have EPAY send them a check for me would be a huge time saver.
Great decision.
Kommentare:
Helped us with every aspect or customers payment plans and surprisingly our payments to companies and vendors. When I signed up in 2018, did not know that these were even a possibility.
But boy do I like them.
Vorteile:
Like the ease, the speed, the service and the friendliness of Epays employees.
Nachteile:
Wish the lag time could be shorter on finding out if a Echeck is insufficent.
We would be lost without E-Pay
Kommentare:
You guys have been FANTASTIC!!!
We would not know what to do without you!
Vorteile:
The ability for us to offer several types of payment methods to our clients is imperative to running a smooth operation. The ease of use is second to none and coupled with the reporting makes transactions clear and concise.
Nachteile:
The hefty increase in the check processing option was a hard pill to swallow - Had that increase been done in 2 smaller increases, it wouldn't have been as hard to convince clients to use -
GREAT EPAY USER
Kommentare: A 10 FOR SURE. GREAT COMPANY, GREAT PRODUCT, VERY USER FRIENDLY AND QUICK RESPONESES AND PAYMENT PROCESSING.
Vorteile:
GREAT AND EASY TO USE. PAYMENTS ARE PROCESSED PROMPTLY. NEVER HAD AN ISSUE IN THE 8 YEARS THAT I HAVE USED EPAY
Nachteile:
NOTHING, EVERYTHING IS GREAT AND EASY. THE PROCESSING OF PAYMENTS IS VERY EASY AND I GET FUNDED VERY PROMPTLY
Simple. Easy. Safe.
Kommentare: The relatively quick turnaround of receiving funds is great. the overall ease of use is great for both our staff and our customers. And I love when our MGAs/Brokers use it for allowing us to see our open invoices with them and pay those premiums quickly online.
Vorteile:
Like the title says. Its is simple to use for our agency, for our customers, and it is much safer than sending checks through the mail.
Nachteile:
the fees for processing payments, both ACH and credit cards, have increased quite a bit since we first started using the product a few years ago.
ePay Review
Kommentare: Our experience has been very good. It's been a great tool to have, and we've used it very frequently.
Vorteile:
User friendliness for both our agency users & our clients. Easy transition for payments being directly deposited into our bank account.
Nachteile:
As far as I'm aware, there is not currently a feature that allows us to send invoices directly to our clients. It would be nice to have a page that shows all open invoices, with due dates and reminders.
Review for Epay
Kommentare: Good so far, but has been easy to use and accessible
Vorteile:
ease of use and convenience, accessibility and comfort
Nachteile:
it is a bit on the pricey side, can be less expensive
Best Product for Payment Processing
Vorteile:
ePay makes processing payments seamless for the staff and client's when sending a link for them to make their own payment. For us this was more expensive than our older service but well worth the price.
Nachteile:
The system does move a bit slow when you are logged in to your main portal. But never on the payment processing side.
Great and simple product to learn and use.
Kommentare: Great no complaints. Love the ease this makes our customers be able to pay even on the go with their mobile device.
Vorteile:
Easy to use and easy to learn. Great service and friendly servers. Easy to use website integration with a PayNow button and easy for customers to understand and impliment.
Nachteile:
Lag time on e-checks being sufficient. If insured pays us with a e-check on policy that is cancelling that day, we either have to pay and risk that it is insufficient, or wait to make sure the payment is solvent and then pay it late or risk cancellation
Epay is Easy
Kommentare: Very easy to enter the information in for client and explaining to them with fee applies if pay by ACH or creditcard and getting payment confirmation right away.
Vorteile:
It is easy for a client to understand how to make a payment even if they do not know how to use a computer.
Nachteile:
We only use e-pay for payments not policies. It was confusing at first who the payer was and payment information.
Great product for easily collecting payments!
Vorteile:
Using epay makes collecting payments easy-- we can send a payment page link to customers and even a link to a prefilled page where all the customer needs to do is fill in their payment info. Plus, we do not have to absorb any processing fees-- these are easily included in the customer total. The payment notifications can go to any staff that need to record the info and for month-end reconciliations, I can sort payments by our various accounts.
Nachteile:
I wish I could get a downloadable spreadsheet of batches for my month-end reconciliations. The website is slow, comparatively speaking, on pulling up info and reports.
Makes accepting payments easy
Kommentare: It's been a pretty good experience. We thought about switching to a different vendor for electronic payments because it integrates with our management system, but there weren't enough savings of time or money to make the change worthwhile.
Vorteile:
It makes accepting electronic payments easy. We did not have the ability to take credit or debit cards prior to signing up for ePayPolicy, and it makes it easier to get paid.
Nachteile:
I haven't been able to send payments to carriers through ePayPolicy, even though I know the feature is available. I can't find the carrier I need.
Don't know what is asking
Kommentare: Very good overall experience with Epay use in office.
Vorteile:
What I like about Epay is one of the most easiest and convienent tools we have to work with.
Nachteile:
The least thing I didn't like about epay was the fee amounts are a bit higher than a few other companies that have asked to switch over and sometimes the amount of time it takes to secure payments at 100%.
EASY TO USE EPAY
Kommentare: SO FAR SO GOOD, I LIKE HOW EASY IT'S BEEN FOR OUR TEAM TO USE IT.
Vorteile:
SUPER EASY TO USE IS THE BIGGEST TAKE AWAY FOR OUR AGENCY
Nachteile:
THE FEES ON CC I THINK THEY SHOULD BE CAPPED IF POSSIBLE
EpayPolicy is a gamechanger
Kommentare: We have used ePayPolicy for years and have nothing but good things to say. It has helped facilitate our large growth as all payments can just be done online and there is no waiting for checks in the mail.
Vorteile:
Simplicity of the payment site and the ease of sending the link to clients
Nachteile:
The admin site is quite slow, but it does its job.
E PAY Ease of use
Kommentare: It has been excellent. We get notofied by eam when a payment comes. We can also track them easily on the website.
Vorteile:
It is very easy to use and my customers love it. Funds post within 24 hours.
Nachteile:
Chargebacks are few but can be difficult. Wish there was a way to verify funds like a wire transfer.
Quality and Ease of Use
Vorteile:
What you see is what you get! It is easy to use from the agent side as well as the end user!
Nachteile:
It does not integrate with our agency management system.
Insurance review
Kommentare: Great product and easy to use. The cost of doing business monthly has been minimal.
Vorteile:
Easy to use, for the company and clients.
Nachteile:
The cost of running a credit card it getting to high.
Makes my everyday workload easy!
Kommentare: I use ePayPolicy to process payments daily for our insureds. It makes my job easier knowing i can email the clients their receipts directly from the portal.
Vorteile:
Processing and fess are clear in an easily articulated interface.
Nachteile:
I wish there were a way to send the processing receipt to multiple emails.
Excellent software and always recommend to other agents
Kommentare: Highly positive experience, love working with ePay.
Vorteile:
I have loved using ePay policy ever since I heard about it on a podcast years ago. I started my own Youtube channel and always recommend it to other agents/agencies out there!
Nachteile:
Speed of getting money into bank account is sometimes slower than I would like
SET IT and FORGOT it Option for our insureds
Kommentare: A set it and forget it system that allows our insureds to make payments, easily.
Vorteile:
Our insureds understand how to use this option and the ease of use.
Nachteile:
That I didn't find it sooner. Although we have been on the system for over two years now .... I wish I was a beta user.
Made my billing so much easier
Kommentare: Very happy with EpayPolicy for servicing my customers and making receiving payments a lot easier and quicker.
Vorteile:
I like the personalization of my Payment Website and the low cost for both myself and my customers to use this service.
Nachteile:
Sometimes the deposit time goes over 3 days which is a little rough but it has only happened about 2 times in the year I've been using them.